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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,413 | $166,268-77.5% | $165,100-77.3% | $145,897-74.4% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.8pp |
| Annual return | 224.25% | 100.52%+123.7pp | 70.21%+154.0pp | 552.29%-328.0pp |
| Employer contribution / active EE | $1,706 | $5,284-67.7% | $4,348-60.8% | $4,663-63.4% |
| Participant deferral / active EE | $2,008 | $6,964-71.2% | $6,035-66.7% | $6,689-70.0% |
| Admin fee / account holder | $32 | $16,659-99.8% | $12,696-99.8% | $13,390-99.8% |